Additionally, you will support / drive asset migrations from incumbent custodians to Upvest, ensuring continuity of service, data integrity, and zero-defect go-lives. * You are the “spider in the web”: synthesizing deep product knowledge with operational excellence, running steering committees with Upvest and client executives, and aligning legal, compliance, and technology streams. You'll set the bar for how Upvest launches complex banking clients, help shape our playbooks, and mentor across the portfolio. * Support or own (depending on experience) custody asset migrations (e.g. equities, ETFs, Mutual Funds etc.) from the client's previous custodian to Upvest * Create first-class, repeatable enterprise client launch and migration experiences: Lead and standardize securities integrati
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